Interact to see
Advertisement
Advertisement
FSWFX vs OWSMX
FSWFX vs OWSMX Comparison
Open Charts FSWFX vs OWSMX
American Funds SMALLCAP World 529-F-2
Price$74.15
Change+$0.37 (+0.50%)
VolumeN/A
Net Assets79.78B
Old Westbury Small & Mid Cap Strategies
Price$18.02
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets8.92B
FSWFX vs OWSMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 79.8B vs. OWSMX (8.93B). FSWFX (0.85) and OWSMX (0.83) have matching dividends . FSWFX was incepted earlier than OWSMX: FSWFX (5 years) vs OWSMX (20 years). OWSMX (1.17) is less costly to investors than FSWFX (0.76). OWSMX is a more actively managed with annual turnover of: 62.00 vs. FSWFX (32.00). FSWFX has a lower initial minimum investment than OWSMX: FSWFX (250) vs OWSMX (1000). OWSMX annual gain was more profitable for investors over the last year : 11.83 vs. FSWFX (10.12).
| FSWFX | OWSMX | FSWFX / OWSMX | |
| Total Expense Ratio | 0.76 | 1.13 | 67% |
| Annual Report Gross Expense Ratio | 0.76 | 1.17 | 65% |
| Fund Existence | 5 years | 20 years | - |
| Gain YTD | 9.708 | 12.625 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 79.8B | 8.93B | 894% |
| Annual Yield % from dividends | 0.85 | 0.83 | 103% |
| Returns for 1 year | 10.12 | 11.83 | 86% |
| Returns for 3 years | 33.81 | 32.84 | 103% |
| Returns for 5 years | N/A | 22.33 | - |
| Returns for 10 years | N/A | 18.04 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| JMID | 29.90 | 0.27 | +0.90% |
| Janus Henderson Mid Cap Growth Alpha ETF | |||
| ICLN | 13.97 | 0.05 | +0.36% |
| iShares Global Clean Energy ETF | |||
| FIBR | 88.51 | 0.07 | +0.07% |
| iShares U.S. Fixed Inc Bal Rsk Sysmc ETF | |||
| NRSH | 22.06 | N/A | N/A |
| Aztlan NA Nearshoring Stk Sel ETF | |||
| RWX | 27.00 | -0.06 | -0.22% |
| SPDR® Dow Jones® International RelEstETF | |||